How to Use Integrations

3.1 Who Can Set Up Integrations

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Administrator access required:

Only users with administrator privileges can connect document management systems or cloud storage to casepal. If you need to set up an integration and don't have admin access, contact your organization's casepal administrator.

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Requesting additional administrators:

Additional administrators can be added to your organization's casepal account. Contact your account executive or support@casepal.co to request admin access for additional users.

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Recommended: 1-3 administrators maximum

For easier coordination and clearer responsibility, we recommend limiting administrators to 1-3 users per organization. This ensures smooth management of integrations, permissions, and organizational settings.

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3.2 Setting Up SharePoint Integration

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How to connect SharePoint:

Navigate to Integrations from the main menu

Under Workspace connectors, select SharePoint

Click Connect and authenticate with your Microsoft 365 work account

Choose specific Sites or Folders to sync

Finalize sync selection and confirm connection

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What you can connect:

SharePoint sites (team sites, communication sites)

Specific document libraries within sites

Individual folders within document libraries

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Granular control:

You can select exactly which sites or folders to sync. This allows you to connect only relevant document repositories (e.g., "Legal Templates," "Precedent Bank," "Client Matter Files") rather than your entire SharePoint environment.

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Sync status:

Once connected, the integration shows:

Connection status (connected/disconnected)

Last sync timestamp

Number of enabled scopes (folders/sites being synced)

Sync health (OK/issues)

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3.3 Managing Connected Integrations

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Viewing connected accounts:

Under Your accounts, you'll see all connected integrations with:

Platform name (SharePoint)

Connection status

Last sync timestamp

Enabled scopes (number of sites/folders synced)

Last sync status (OK/issues)

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Managing scopes:

Enable/Disable: Turn specific sites or folders on or off without disconnecting the entire integration

Add scopes: Connect additional sites or folders to an existing integration

Remove scopes: Stop syncing specific sites or folders

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Disabling an integration:

Click Disable to temporarily pause syncing without disconnecting. Documents already synced remain in the Library but won't update until re-enabled.

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Deleting an integration:

Click Delete to remove the connection completely. Documents synced from this integration will be removed from the Library.

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Access permissions:

Once an integration is connected, all users in your organization can access and search the synced documents in the Library and select them through the Library Picker across all tools (unless configured otherwise). Users do not need individual access to the integration; only administrators manage connections.

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3.4 How Syncing Works

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How documents sync:

Documents added to connected sites/folders are synced to casepal Library

Changes to documents in SharePoint sync to casepal

Deleted documents in SharePoint are removed from casepal Library

Sync frequency: Regular intervals (check sync timestamp for last update)

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Processing and indexing:

Synced documents require indexing to become searchable. Processing time varies depending on the number of documents being synced. You can monitor processing status through the check indication; documents are searchable only once successfully processed.

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Folder structure:

Connected sites and folders appear in your Library with their original folder structure preserved, making documents easy to locate. Documents become searchable after processing is complete.

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Check indication:

A check indication shows when synced documents are processed successfully. If a document fails to process, the indication will show the failure (see Troubleshooting).